There is one single publicly listed pure-play company working at the intersection of Sovereign AI and defence - and that's Defence Holdings #ALRT
If we want to stop seeing all of our best start-ups leave for the US, and if we want innovation in defence and AI, the government needs to value the entrepreneur ecosystem properly.
This week the most advanced AI model on the planet got switched off by a foreign government. British researchers were studying it. British companies were testing it. British hospitals were piloting it. Not any more.
This isn't an AI story. It's the story of every industry we used to lead.
Britain has some of the best AI talent in the world. DeepMind was built here. Our AI Safety Institute writes the rules other countries follow. We have the researchers, the universities, the standards.
What we don't have is the power stations to run the data centres, the planning system to build them, or the industrial base to make the chips. So the work happens here and the value lands somewhere else. We invent. Others build. Others decide. Then we read about it on Saturday morning.
Same story as the kit our soldiers don't have. Same story as the factories we used to.
I spent nine months in government making this argument inside the room. I'll make it louder from outside.
Adobe $ADBE with a solid earnings report fundamentally, but one big problem…
THE CFO is stepping down.
Stock tumbles ah.
Gotta be the lowest in several years for sure.
THIS IS ABSOLUTELY WILD 🤯
Jack Dorsey's new AI tool, Goose, is 100% FREE.
You type:
"Build me a website like YouTube."
And Goose gets to work on its own:
→ Creates the entire project
→ Writes all the code
→ Installs dependencies
→ Fixes errors automatically
→ Keeps going until it's working
The crazy part?
• No monthly subscription
• Runs on your own device
• Your code stays private
• Completely open-source
Just a few years ago, building software meant hiring developers or learning to code.
Now you can start with nothing but an idea.
We're entering a world where ideas are becoming more valuable than technical skills.